Advisory Agent, Member and Client Experience
Desjardins
Job Overview
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Job Description
About the Role: Advisory Agent, Member and Client Experience
As an Advisory Agent, Member and Client Experience at Desjardins, you will play a crucial role in enhancing the member and client experience. This involves providing expert advice on banking transactions and actively promoting Desjardins products and services. You will also serve as a key ambassador for digital solutions, guiding members on how to safely and effectively use technological tools.
Specifically, your responsibilities will include:
- Supporting members and clients by informing them about existing applications and technological tools that facilitate independent transactions and operations.
- Contributing to business development and fostering strong business relationships through exceptional service delivery and engagement activities.
- Assisting members and clients who have encountered fraud or irregularities, ensuring they are promptly referred to the appropriate internal partners for resolution.
What We Offer*
Desjardins provides a comprehensive benefits package designed to support your well-being and career growth:
- Competitive salary and annual bonus structure.
- 4 weeks of flexible vacation entitlement starting in your first year.
- A defined benefit pension plan, offering predictable and stable income throughout your retirement.
- Robust group insurance, including access to telemedicine services.
- Reimbursement for health and wellness expenses, as well as telework equipment (where applicable).
*Benefits apply based on eligibility criteria.
What You Bring to the Table
Desjardins values diverse backgrounds. Regardless of your prior experience or educational history, if you possess a strong desire to work within the financial services industry, we encourage you to apply. Our recruitment team will work with you to identify the best fit for your career aspirations. The Desjardins Cooperative Institute (DCI) offers a unique training pathway, allowing you to develop skills aligned with your goals and education.
Desjardins is deeply committed to equity, diversity, and inclusion. We welcome, respect, and value every individual for who they are, embracing differences and fostering a positive workplace for all. Discrimination of any kind has zero tolerance. We strive for teams that mirror the diversity of the members, clients, and communities we proudly serve.
Should you require accommodations to make the recruitment process or the job itself more accessible, please inform us. We are prepared to provide support at any stage of the process.
Key skills/competency
- Client Relationship Management
- Financial Product Knowledge
- Digital Solutions Advocacy
- Fraud Assistance
- Business Development
- Banking Transactions
- Customer Service Excellence
- Problem Solving
- Communication Skills
- Financial Literacy
How to Get Hired at Desjardins
- Research Desjardins' culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume: Customize your resume to highlight experience in customer service, financial literacy, and digital advocacy, using keywords from the job description for Desjardins.
- Highlight client-centric skills: Emphasize your ability to build relationships, solve problems, and promote solutions effectively in your application materials for Desjardins.
- Prepare for behavioral questions: Be ready to discuss past experiences demonstrating client support, problem-solving, and adapting to new technologies.
- Show genuine interest in financial services: Convey your passion for the financial industry and Desjardins' cooperative model during interviews.
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